Protect what matters. Build for the future.

I help individuals, families, and business owners make informed financial decisions to protect what they’ve built, prepare for retirement, address future income needs, and preserve wealth for the future.

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About me

Financial conversations should start with understanding what matters most to you. I take the time to listen, understand your priorities, develop strategies tailored to your needs, and explain your options in clear, straightforward language so you can make informed decisions with confidence.

I bring more than 25 years of experience in the financial services industry, including previous executive roles at Goldman Sachs. As an Carnegie Mellon University alumnus, I earned my MBA from the Tepper School of Business. My approach is personal and collaborative, with a focus on building long-term relationships with the people I serve.

Leonard O’Mara,

MBA

Financial Services Professional, NYLIFE Securities LLC

(954) 448-7955

lomara@ft.newyorklife.com

1300 Concord Ter Suite 500

Sunrise, FL 33323

CA Insurance License: #0N07675

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What you can expect

Good financial decisions are rarely made in isolation. I help you look at the bigger picture—bringing together protection, accumulation, retirement, and legacy considerations into a strategy designed around your goals. Here’s what you can expect:

STEP 1

Understand your goals

We’ll start with a conversation about what matters most to you, where you want to go, and the priorities or concerns that may shape your decisions.

STEP 2

Review your financial picture

I’ll help you evaluate where you are today and identify potential gaps, risks, and opportunities to consider.

STEP 3

Develop your strategy

Together, we’ll develop a strategy that brings the pieces together and reflects your goals, priorities, and preferences.

STEP 4

Provide ongoing guidance

As life changes, we’ll revisit your strategy, make adjustments when appropriate, and keep your financial goals in focus.

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My areas of focus

Your financial needs evolve throughout life. From protecting what matters today to building for the future, creating income in retirement, and preserving your legacy, I can help you develop strategies for each stage of your financial journey.

Protecting What Matters

Prepare for life’s financial uncertainties by protecting the people, income, and assets that matter most.

Building for the Future

Develop strategies to accumulate and grow assets in support of your long-term goals.

Supporting Long-Term Income Needs

Turn a portion of the assets you’ve accumulated into a retirement income strategy designed to support your needs throughout the years ahead.

Preserving Your Legacy

Preserve wealth and plan for the people, organizations, and causes that matter most to you.

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Let's discuss what's right for you

Take the first step by sharing a few details. Then, let’s discuss your needs.